AssetMark
Financial Services
RegionalDirector,PrivateWealth&WealthSolutions(ExternalSales)
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“Regional Director, Private Wealth & Wealth Solutions (External Sales) at AssetMark. Skills: external sales, wholesaling, advisor-facing roles, investment solutions, wealth management. Drive adoption of AssetMark’s Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Engage directly with advisors through in-person meetings, virtual p”
What You'll Achieve.
driving adoption of AssetMark’s Private Wealth offering, along with other Wealth Solutions capabilities, within a defined territory; driving growth across AssetMark Wealth Solutions offerings
Industry & Context.
regular travel within the assigned territory, Candidates must be legally authorized to work in the US to be considered, unable to provide visa sponsorship for this position
What They're Looking For.
Must Have
5–7+ years of experience in external sales, wholesaling, or advisor-facing roles within asset or wealth management, Experience selling investment solutions to financial advisors required, FINRA Series 7 and 66 (or ability to obtain) required
Nice to Have
Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred, Exposure to high-net-worth or ultra-high-net-worth client segments preferred, MBA, CFA, CFP, CAIA, or similar professional designation preferred
What You'll Do.
Drive adoption of AssetMark’s Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
Engage directly with advisors through in-person meetings
virtual presentations
and events to deliver investment and wealth solutions insights
Promote and drive adoption of the Private Wealth program as a primary offering but embracing a consultative approach that also supports the distribution of internally managed investment and wealth solutions available on the platform
Support advisors in portfolio construction and wealth strategy
including tax-aware investing and planning for HNW and UHNW clients
Develop new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private Wealth and AssetMark Wealth Solutions products and services
Own and execute a territory business plan focused on building relationships with financial advisors and driving growth across AssetMark Wealth Solutions offerings
Maintain an active and well-managed pipeline of opportunities
tracking progress through the sales cycle
Represent AssetMark Wealth Solutions at advisor events
delivering presentations in both individual and group settings
Provide market feedback on advisor needs
competitive positioning
and product opportunities
How You'll Work.
Team & Collaboration
Collaborate with AssetMark sales teams (Client Solutions Group) to identify, develop, and advance opportunities within existing advisor relationships; Work with Wealth Solutions specialists, including Advanced Planning, Client Portfolio Managers (CPMs), and Investment Strategy teams, to deliver integrated solutions tailored to advisor and client needs
Communication Scope
Ability to communicate complex investment and wealth concepts in a clear and practical manner; Proven presentation skills in both small and large group settings
Process & Methodology
Ability to manage a territory and prioritize activities effectively, organizational and time management skills
Full Job Description
## **Job Description:** **About AssetMark** AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and business consulting solutions that advisors use to help clients achieve wealth, independence, and purpose. **What You’ll Do** The AssetMark Wealth Solutions group manages the comprehensive set of investor services available for independent financial advisors use on the AssetMark platform when constructing comprehensive investment and wealth management proposals for their clients. These services include a curated investment program, advanced planning support, a host of wealth management programs and a robust retirement plan services offer. We are seeking an experienced external sales professional to serve as a Regional Director, Private Wealth & Wealth Solutions. This role is responsible for driving adoption of AssetMark’s Private Wealth offering, along with other Wealth Solutions capabilities, within a defined territory. The position combines business development, relationship management, and consultative sales, working closely with internal sales teams and subject matter specialists to support financial advisors in delivering customized investment and wealth management solutions to their clients. **This is a fully remote role that will involve regular travel within the assigned territory and requires strong engagement with independent financial advisors through in-person meetings, virtual presentations, and industry events.** **Responsibilities** * Drive adoption of AssetMark’s Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients * Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and wealth solutions insights. * Promote and dr
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